List fields

Fields display data and provide certain functions.

Note: Some of the options displayed in the field context menu depend on the user role and the installed features.
Table 1. Field functions
Title Description
Links Open the associated record in form view. Click the first column field to open the current record. You can also click a link to a related record in other columns to go to that record.
Editing Changes the information in one or more records. For more information, see Methods for list edits.
Reference icon (Reference icon) Provides a preview of the record.

Click the icon to open a preview of the record. To open or edit the record, click the Open Record button in the record preview.

Pressing shift and pointing to the reference icon only displays the tool tip for the reference icon.

Context menu
Also called a right-click menu, offers several options, including:
  • Quick filter options, such as Show Matching and Filter Out.
  • The option to copy the record URL to the clipboard.
  • The option to copy the sys_id of the record to the clipboard (administrators only).
  • Quick edit options, such as Assign to me, Approve, and Reject.
  • The option to edit the record tags, which provide quick access to frequently referenced or urgent information. When a tag is assigned to a record, the record is displayed on the Tagged Documents page.
  • Options specific to features such as Live Feed and Visual Task Boards.